+22.6%
PTC vs BIYA
-99.9%
+122.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.5% | +9.0% | -8.5% | +0.5% |
| 30D | +1.2% | -12.9% | +14.2% | +1.2% |
| 3M | +27.4% | -54.7% | +82.0% | +27.7% |
| 6M | +39.2% | -85.1% | +124.3% | +39.1% |
| YTD | +12.5% | -96.9% | +109.4% | +11.9% |
| 1Y | +12.3% | -98.5% | +110.8% | +10.7% |
| All | +22.6% | -99.9% | +122.5% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BIYA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling